Demystifying Trusts: Establishing Deposit Accounts and Loans
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Click Here to register for program and receive recording $449.00 |
This webinar will provide attendees with information on doing business with trusts, including best practices in establishing deposit account and loan relationships. Financial institutions are required to complete transactions for customers who have created revocable and irrevocable trusts. To protect your financial institution's interests when using these documents, it is imperative to understand the basic do's and don'ts. This presentation will provide best practices for dealing with these complex legal documents, including establishing the relationship, changing titles, and performing loan and deposit transactions. We'll also cover what happens when the trust co-owns an account with another trust or person. This webinar does not provide detailed information on any particular state's laws. What You'll Learn
InstructorsTerri D. Thomas, JD is the Director of the Kansas Bankers Association Legal Department, which specializes in providing compliance and legal assistance to Kansas banks. |